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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Candlestick Ai (swap one in):+ Revelations Asset Management LLC $44K+ Butler-Davis Financial Group, LLC $44K · Covington, GA+ Belvedere Investments Corporation $38K+ Braxton Financial Group, LLC $36K · Frisco, TX
Plano, TX
Assets under management$40K$44K$43K
Asset growth, last 2 years–––
Advisory staff211
Individual clients20042
Assets per client$200$11K$21K
Clients per advisor10042
Main custodianAlpaca Securities LLC––
Filing with the SEC since202420262021
Tools in their stack–––
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 2026, Apr 2026, Nov 2021). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Candlestick Ai: Alpaca Securities LLC · Penta Capital Strategies LLC: none listed · Family Wealth Coaching, LLC: none listed